FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Income Tax Pricing: 1040 Simple Beginning at $125 1040 - range $125 and up 1065 - starting $500 1120S - starting at $500 1120 - starting at $500 Offer In Compromise $5000 starting price
- What is your typical process for working with a new customer?
My typical process for working with a new client is to find out their needs and see how best my firm can meet those needs that's most advantages for the client.
- What education and/or training do you have that relates to your work?
I received advanced training with Internal Revenue Service with 8 years experience. Additionally, I spent 4 years instructing beginning to advanced classes. do continuing education on an ongoing basis. I received a stockbrokers license, life insurance license and held a mortgage brokers license previously. I regularly attend educational webinars on a monthly basis and continuing education annually.